The AmeriFlex Group X program is the latest concept that Thomas Goodson, AmeriFlex Group CEO, has put into action. It aims to identify the best ways for smaller Office of Supervisory Jurisdiction practices to take advantage of the firm’s scale and resources.

The SuccessionFlex program allows advisors to authorize a succession and continuity agreement that includes an option to sell 30% to 40% of their current revenue stream to the AmeriFlex Group, with no minority ownership discount.

This spring, AmeriFlex announced the acquisition of W Forum, a women’s networking and professional development program. The firm, home to 195 advisors in 26 states, reached $10 billion of total client assets in 2024.